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Estate Planning

Our lawyers and paralegal's work as a team to serve the personal planning needs of our clients.  One of the most noteworthy aspects of our work is the extent to which it is a learning and discovery process for our clients.  Several decades of experience in this area of the law enable us to teach about the legal and human life issues involved in the planning process.  We help manage the details of the final disposition of our clients' assets and lifetime aspirations.

"Leadership" is our watchword and main orienting theme.  We lead our clients to understand the important questions, and more importantly, lead them to recommended answers and alternatives.  It is a discovery process wherein we ask provocative questions to stimulate the mind into explaining the "hypothetical" before it becomes the "actual."

The essential technical points dealt with include: 

• Trust protection for adults and minor children

• Minimizing or eliminating avoidable taxes

• Minimizing or eliminating avoidable legal and administrative costs

• Avoiding the probate court both in the guardianship context and in the death distribution context.

• Protection of assets in the context of nursing home funding and adopting appropriate and responsible arrangements to provide for the long-term goals of the family.

For so long as a state or federal death tax exists, there will continue to be substantial monetary benefits available to those who plan properly.  The firm offers outstanding technical competence in the tax planning area.

 

Wills and Trusts for Families | Guardianships | Medicaid Planning | Asset Protection | Trust Administration | Probate Administration | Estate Planning | Practice Areas

 

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